Member Info for Hopad

Back into freefall

440 was the low Thursday close.

Reckons Bloomberg told him sounds like b.s.

£5 let ls have ya

Drifting back to the close price £4.40, what you reckon start buying here again?

Been following this for awhile had to buy this dip got in at £4.70 to try and time a bounce if not the company looks fairly valued here hope it can restart growing the bottom line again and recover over time.

Small buy here at £2

It's opened up a lot recently and then faded wait till this afternoon if recent intraday moves are anything to go by.

Bigger concern was debt interest a lot was up for refinancing over next few years so would end up with higher interest costs. They need to clear down some down ahead of that happening.

Would like to know what we are writing off again in ebtida. No upside suprise in this for sure.

The headline numbers. The concern for me is the halfing of the cash generation from operating activities. Was hoping that would hold up. What are we spending? Stock compensation?

at that start of yesterday we were up 40% from the low in short space of time so those buybacks become less and less rewarding in long run. happy for it to come back down a bit to maximise the buyback.

Why keep buying back shares at higher and higher prices its poor use of capital, let it pullback and buy more at a lower price.

You don't want them buyback shares to quickly and drive their own the price up too fast on volume, better long term value to buy at lower prices. Slow and steady.

Bit puzzled, buybacks usually considered a good thing to drive up EPS. If your a holder that's a good thing. What would you rather them spend the £25m on right now?

Any one still clinging on in here?

Anyone know of the reason for todays big drop? I see in the news about the boy that died in social housing was it one of the HOME properties?

Bought my 1st tranche today. This looks interesting at current price $100m in free cashflow on £2Bn market cap with £400m cash on balance sheet with 30% growth forecast and hardly any debt.
EV at 16x FCF. If they can get close to that growth rate that cash is going to start piling up. I'm Long!

One big worry is the inability to keep pace with inflation on the annual reviews CPI linked with 4% increase cap. Inflation is over 10% the dividends are being eroded in value by this. You've got gilts at 4.5% so there is risk repricing going on right now on the whole sector aswell. 100% occupancy and low fixed rate debt 2.3% into the next decade gives it some strong positives however. I've started to PCA into this stock. Small holding will make larger on any weakness

Just trousered my 15% gain from what I bought yesterday, good luck to all here. I may get back in if it drops back down again for another trade. The dividend was insurance on this one.